ePlan Advisors Team
Our team of financial professionals is collaborative, supportive, and committed to delivering the best results for every client.
Meet The ePlan Advisors Team...
Matthew J. Dunn
Managing Director
Matt Dunn, CFEd®, is Cofounder and Managing Director of ePlan Advisors. Drawing on 18 years of experience, Matt develops financial programs and insurance strategies that address the unique circumstances of our country’s growing mature population and their adult children.While catering to a wide demographic. His integrity and his no pressure approach have granted him the opportunity to work with individuals across the country in the areas of retirement planning, investment advisory, and insurance. For the risk adverse investor, his strategy behind using insurance based programs is: safety, growth and control. Matt’s commitment to this financial planning process has allowed his clients to achieve: • Competitive returns with no market risk • Maximization and securitization of estate assets • Reduction of taxes • Protection against estate liquidation due to chronic illness • Financial peace of mind Additionally.
Rhonda Underwood
Medicare Options Advisor
Rhonda is an experienced Medicare Options Advisor with over a decade of experience helping clients navigate the complex world of Medicare. Her focus on education and unbiased advice has earned her a reputation as a trustworthy and reliable resource for those seeking guidance on their Medicare coverage options. Rhonda’s ultimate goal is to be a problem solver for her clients, providing them with customized solutions and strategies that fit their unique healthcare needs. With Rhonda as their advocate, clients can rest assured that they are getting the best possible guidance and support when it comes to their Medicare coverage.
June Braithwaite
Investment Advisor Representative
As a Financial Professional, the best part of my job is the opportunity to help my clients understand how to optimize their financial futures and reach their goals. I know that no single approach is the right one for every individual so I offer a range of comprehensive strategies.
What she can do for you:
– Wealth Management
– 401(k) Rollovers
– Life Insurance Planning
– Living Benefits
– Annuity Assessments
– Retirement Income Strategies
– Medicare
My commitment to you is to provide the most up-to-date financial information and create a personal solution that will ensure your peace of mind for life.
Paul Higgins
Chief Operating Officer
Paul is an accomplished professional with a successful track record in building and scaling tech startups, including one that was acquired by Thomson Reuters, where he served as Vice President Of Sales – Media Services. With 15 years of experience in the Public Relations sector, Paul brings a wealth of knowledge and expertise to our team. As co-founder and Chief Operating Officer, he has been instrumental in driving the growth of our company into a thriving business, supported by a team of exceptionally talented financial professionals. Paul’s unwavering commitment to client satisfaction is evident in his work, reflecting his deep sense of pride in delivering exceptional results.
Dominika Zielinska
Certified Medicare and Life Insurance Advisor
Dominika Zielinska is a Certified Medicare and Life Insurance Advisor at ePlan Advisors, with a state license as a Medicare Agent and Life and Health Professional. She works closely with Medicare-eligible individuals in Massachusetts to find the right coverage for their unique healthcare needs. Dominika also provides personalized help and guidance on retirement planning, benefit options, Long-Term Care needs, and Disability Income Protection. In addition to her work in insurance, Dominika is an accomplished photographer and French Wine Scholar, and she established her own wine venture, Vinoteka Nika, in 2015.
Barbara Higgins
Marketing/Client Services Manager
Barbara is an experienced customer service professional with a passion for serving clients in the financial industry. With a career spanning several years, she has honed her skills in providing attentive and personalized service to clients, ensuring their needs are always met. Barbara is a valuable member of our team, bringing her exceptional communication skills and attention to detail to her role as a Client Service Associate. Clients appreciate her warm and friendly demeanor, and she always goes the extra mile to ensure their satisfaction. We are fortunate to have Barbara on our team, and we know our clients are in good hands.
Valerie Underwood
Medicare Advisor
Valerie is a Medicare advisor who specializes in helping people understand their Medicare options and choose the plan that is right for them. She is passionate about helping people navigate the complex world of Medicare. Valerie is a Certified Medicare Advisor (CMA).
If you are turning 65 or are already enrolled in Medicare, Valerie is a great option. She is a knowledgeable and experienced advisor who is dedicated to helping her clients succeed in Medicare.
Join the ePlan Team
Entry-Level Sales Representative
contact: jobs@eplanadvisors.com
Join the ePlan Team
Entry-Level Sales Representative
contact: jobs@eplanadvisors.com
“ePlan Advisors has an amazing team of hard-working professionals. It has been a pleasure to meet them.”
Norah Fields
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